US stocks ended mixed on Wednesday: S&P 7651.54 (−0.25%), Dow 50906.05 (−0.86%), Nasdaq 26861.06 (+0.24%). The S&P/Nasdaq have risen for two straight quarters; in September, the S&P −0.45%, Nasdaq +1.86%, and Dow −4.29%.
BEA August PCE: core month-on-month 0.2%, year-on-year 3.0%; total index 0.3%/3.4%. Spending +0.9%, real +0.6%; income +0.2%; savings rate 4.1%. ADP: September private sector +90k. In early trading stocks bounced on softer-than-expected PCE, but were later pushed back by long-end Treasury yields. The 10-year U.S. Treasury yield clustered around 5.24–5.30%.
Micron (NASDAQ: MU) FQ4 revenue was $54.23B and non-GAAP EPS was $3.42, both beating expectations. Q1 guidance: revenue $60.0–$63.0B, EPS $3.715–$3.915. The CEO said FY27 will be stronger and mentioned customized HBM with NVIDIA. After-hours moved only slightly.
Asia: China’s National Day holiday closed markets from 10/1 to 10/7. Japan’s Nikkei closed Wednesday at 66,753.72 (+1.94%); Hang Seng 24,613 (+0.37%); Shanghai Composite 3,842 (+0.31%); Kospi 6,838 (−0.48%). Tokyo markets were already open early Thursday.
BTC spot price is clustered around $83,600–$83,800; the 9/30 high-low range is roughly $82,900–$85,700. The latest complete day for spot ETFs is still 9/29: net inflows of $66.2M (nine straight days). The 9/30 settlement isn’t complete yet.
Tonight 21:30 JST initial jobless claims, 23:00 ISM manufacturing; Friday NFP. The 10-year 5.2–5.3 zone remains the shared discounting anchor for stocks, bonds, and crypto.
If Friday’s nonfarm payrolls significantly deviates from street estimates by about 80–100k, would you first look at the unemployment rate or average hourly earnings?
#Binance #BTC #Crypto #市场分析 #US stocks
This does not constitute investment advice; trading involves risk.
BEA August PCE: core month-on-month 0.2%, year-on-year 3.0%; total index 0.3%/3.4%. Spending +0.9%, real +0.6%; income +0.2%; savings rate 4.1%. ADP: September private sector +90k. In early trading stocks bounced on softer-than-expected PCE, but were later pushed back by long-end Treasury yields. The 10-year U.S. Treasury yield clustered around 5.24–5.30%.
Micron (NASDAQ: MU) FQ4 revenue was $54.23B and non-GAAP EPS was $3.42, both beating expectations. Q1 guidance: revenue $60.0–$63.0B, EPS $3.715–$3.915. The CEO said FY27 will be stronger and mentioned customized HBM with NVIDIA. After-hours moved only slightly.
Asia: China’s National Day holiday closed markets from 10/1 to 10/7. Japan’s Nikkei closed Wednesday at 66,753.72 (+1.94%); Hang Seng 24,613 (+0.37%); Shanghai Composite 3,842 (+0.31%); Kospi 6,838 (−0.48%). Tokyo markets were already open early Thursday.
BTC spot price is clustered around $83,600–$83,800; the 9/30 high-low range is roughly $82,900–$85,700. The latest complete day for spot ETFs is still 9/29: net inflows of $66.2M (nine straight days). The 9/30 settlement isn’t complete yet.
Tonight 21:30 JST initial jobless claims, 23:00 ISM manufacturing; Friday NFP. The 10-year 5.2–5.3 zone remains the shared discounting anchor for stocks, bonds, and crypto.
If Friday’s nonfarm payrolls significantly deviates from street estimates by about 80–100k, would you first look at the unemployment rate or average hourly earnings?
#Binance #BTC #Crypto #市场分析 #US stocks
This does not constitute investment advice; trading involves risk.